車用晶片荒 王美花:晶片業者訂出一共識 - 股票
By Gilbert
at 2021-01-27T19:31
at 2021-01-27T19:31
Table of Contents
車用晶片荒 王美花:晶片業者訂出一共識、三方法
2021-01-27 15:43g濟日報 記者鍾泓良
近期國際車用晶片大缺貨,德國、日本及美國政府紛紛向台灣喊話,點名台積電(2330)能夠供貨,經濟部長王美花、國發會主委龔明鑫今(27)日邀集台灣晶片廠商到經濟部開會。她會後受訪表示,經濟部與業者協調後,訂定出「一共識、三方法」以解決車用晶片荒。
王美花表示,台積電、聯電、力積電及世界先進四家廠商都有來,四家業者都提到現在生產線都是滿載,甚至是超載。但經過協調,廠商達成「一個共識」,願意配合政府的請求,盡量支援車用晶片。
「三個方向」分別是優化生產線,讓生產線可以拉高到102%、103%的生產;拉高車用晶片支援比例,讓車用晶片需求可以達到滿足;以及協調其他廠商是否同意把晶片產能分給車用業者。
王美花說明,車用晶片供應鏈很長,台灣半導體是代工製造,提供給晶片設計商,再由設計商供貨給零組件廠商及車商。車用晶片2019、2020一直出現減單,台灣晶片製造商就有警告業者,若持續減單後續將會難以恢復。果真後來因為疫情,需求不停增加,再加上5G需求也增加,讓晶片供不應求
https://udn.com/news/story/7240/5209721
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短評: 只能做多少算多少了,畢竟產能都幾乎滿載了吧,另外記者問晶片換疫苗的問題,王說那是兩個不同產業,不予討論
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